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PI
PFS Investments’s
Apollo Global Management
APO
Stock Holding History
PFS Investments’s Portfolio
APO Stock Details
APO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$13.7M
Buy
178,616
+7,162
+4%
+$479K
0.22%
109
2023
Q1
$10.4M
Buy
171,454
+6,417
+4%
+$430K
0.18%
122
2022
Q4
$10.5M
Buy
165,037
+10,222
+7%
+$607K
0.2%
114
2022
Q3
$7.2K
Buy
154,815
+8,136
+6%
+$447K
0.13%
128
2022
Q2
$7.11M
Buy
146,679
+25,268
+21%
+$1.37M
0.14%
143
2022
Q1
$7.53M
Buy
121,411
+23,495
+24%
+$1.55M
0.14%
140
2021
Q4
$7.09M
Buy
97,916
+10,540
+12%
+$760K
0.14%
150
2021
Q3
$6.73M
Buy
87,376
+2,121
+2%
+$127K
0.14%
145
2021
Q2
$5.21M
Buy
+85,255
New
+$4.73M
0.12%
158
2020
Q2
–
Sell
-50,557
Closed
-$1.69M
–
268
2020
Q1
$1.69M
Buy
50,557
+22,049
+77%
+$947K
0.07%
160
2019
Q4
$1.36M
Buy
28,508
+16,618
+140%
+$709K
0.05%
170
2019
Q3
$450K
Buy
+11,890
New
+$433K
0.02%
189
Other funds holding APO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Tiger Global Management
New York
$22.8B AUM
30.07%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BWA
Brave Warrior Advisors
New York
$4.04B AUM
1.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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